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Elevation Wealth Partners’s Arthur J. Gallagher & Co AJG Stock Holding History

Elevation Wealth Partners’s Portfolio AJG Stock Details AJG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$74.6K Buy
327
+26
+9% +$6.52K 0.02% 266
2026
Q2 		$69.1K Hold
301
– – 0.02% 235
2026
Q1 		$65.1K Buy
301
+86
+40% +$19.9K 0.02% 211
2025
Q4 		$55.5K Sell
215
-4
-2% -$1.06K 0.02% 227
2025
Q3 		$67.9K Buy
219
+5
+2% +$1.51K 0.02% 211
2025
Q2 		$68.6K Buy
214
+20
+10% +$6.59K 0.03% 204
2025
Q1 		$67K Buy
194
+20
+11% +$6.32K 0.03% 202
2024
Q4 		$49.4K Buy
174
+23
+15% +$6.69K 0.02% 230
2024
Q3 		$42.5K Sell
151
-8
-5% -$2.26K 0.02% 236
2024
Q2 		$41.2K Buy
159
+8
+5% +$1.99K 0.02% 230
2024
Q1 		$37.8K Hold
151
– – 0.02% 241
2023
Q4 		$34.4K Hold
151
– – 0.02% 236
2023
Q3 		$34.4K Hold
151
– – 0.03% 175
2023
Q2 		$33.2K Hold
151
– – 0.03% 185
2023
Q1 		$28.9K Buy
+151
New +$28.6K 0.03% 194

Other funds holding AJG

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
HH
HWG Holdings Houston, Texas $434M AUM 42.17% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return

Elevation Wealth Partners's AJG Position: Q3 2026 in Review

Elevation Wealth Partners increased its Arthur J. Gallagher & Co (AJG) stake by 8.6% in Q3 2026, buying an estimated $6.52K and bringing the position to 327 shares worth $74.6K. The position accounts for 0.02% of the portfolio, ranked #266.

Elevation Wealth Partners first reported a position in AJG in Q1 2023 and has held it in 15 quarters since. 57 funds tracked by Wall St. Rank hold AJG as of Q3 2026.

  • Elevation Wealth Partners held 327 shares of Arthur J. Gallagher & Co worth $74.6K as of Q3 2026.
  • Elevation Wealth Partners bought 26 Arthur J. Gallagher & Co shares in Q3 2026, an estimated $6.52K.
  • Arthur J. Gallagher & Co made up 0.02% of Elevation Wealth Partners's portfolio in Q3 2026, its #266 holding.
  • Elevation Wealth Partners first reported a position in Arthur J. Gallagher & Co in Q1 2023 and has held it in 15 quarters since.
  • 57 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.